HIMZX Mutual Fund

NAV$10.65

Returns Overview

1 Month
-0.28%
3 Months
-0.56%
6 Months
-1.11%
YTD
-1.11%
1 Year
+4.07%
3 Years (annualized)
+5.80%
5 Years (annualized)
+2.80%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIMZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-5 Year Corporate/Government Index(^IBML5YCG)
This Mutual Fund (YTD)
-1.11%
Peer Avg (YTD)
+1.76%
vs Peers
-2.88%

HIMZX Mutual Fund Performance

HIMZX performance across multiple time periods: 1-month -0.28%, YTD -1.11%, 1-year 4.07%, 3-year 5.80%, 5-year 2.80%, 10-year 2.58%.

HIMZX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

HIMZX performance comparison shows side-by-side returns with another fund. HIMZX alternatives are available in the Mutual Fund Screener.